This page intentionally left blank. - Drake Software Support

Creating and Opening ReturnsDrake Software User’s Manual4. Click Yes when asked if you want to create a new return.5. In the New Return box (Figure 3-4), select the return type and enter a clientname.Figure 3-4: New Return box6. Click OK to open data entry screen 1 for the new return._NOTESYou might be required to verify the ID number for a new return. Verificationis required for all Pay Per Return (PPR) clients.The Name Entry section is opened only if the DDM is integratedwith the software. (See “Document Manager” on page 281.)Opening a ReturnRecently accessedreturns can beselected from theRecent Files list inthe Home window.To open a return in Drake:1. From the Home window, click Open/New.Figure 3-5: Open/Create a New Return dialog box56 Tax Year 2008